PA/Secretary - Financial Planning

  • Location

    North London, London

  • Sector:

    Financial Planning, Financial Services

  • Job type:


  • Salary:

    Up to £0.00 per annum

  • Contact:

    Michael Groves

  • Contact email:

  • Job ref:


  • Published:

    about 2 years ago

  • Expiry date:


  • Consultant:


A long established and highly profitable wealth planners based out of Finchley currently have a require for a PA/Secretary to work closely alongside the their MD.

Duties and Responsibilities will include:

  • Providing full secretarial and administrative support to the Managing Director and some /consultants.
  • Providing assistance and support to the Office Manager in her workload when required.
  • Audio transcription of letters, minutes, reports etc using Word (and Excel for supporting schedules where appropriate).
  • Typing up of engagement letters, general correspondence and presentations
  • Typing notes and preparing PowerPoint slides for seminars and presentations.
  • Maintaining diaries using Outlook, arranging meetings and appointments including organising lunches, booking meeting rooms and organising travel and accommodation if appropriate.
  • Providing assistance to callers in a suitably professional manner. Receiving and passing on messages as appropriate.
  • Assistance with compilation of reports including editing, amending and proof reading of manuscripts and proposals plus photocopying and binding.
  • Assisting with client take-on, including the inputting and maintenance of information onto client database and liaising with the group compliance division.
  • Assist with marketing by organising events both internally and to clients and assisting with various mail-shots to contacts, which includes typing, distribution and monitoring, in liaison with Group Marketing.
  • Billing, production of WIP reports and assisting with the financial information reports from system.

You will have previous experiencve of working within a financial services environment (ideally financial planning), have a good eye for detail along with strong communication skills both written and oral.

As well as an excellent base salary (dependent on qualifications and experience) there is a comprehensive benefits package too and a fabulous working environment.